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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
PPA
1976
Painted Porch Advisors
California
$1.99M -$18.3K -33 -0.9%
JIR
1977
James Investment Research
Ohio
$1.97M -$197K -354 -9%
HF
1978
HRT Financial
New York
$1.97M +$1.9M +3,414 New
GFL
1979
Granite FO LLC
New Hampshire
$1.97M – – –
OWA
1980
Octavia Wealth Advisors
Ohio
$1.97M +$102K +184 +6%
EWM
1981
Executive Wealth Management
Michigan
$1.96M +$1.89M +3,404 New
GWM
1982
Greenwich Wealth Management
Connecticut
$1.96M -$78.4K -141 -4%
TF
1983
Tompkins Financial
New York
$1.96M -$171K -307 -8%
NSAM
1984
North Star Asset Management
Wisconsin
$1.96M +$168K +303 +10%
IA
1985
Inspire Advisors
Idaho
$1.96M +$43.4K +78 +2%
PRWA
1986
Platte River Wealth Advisors
Colorado
$1.95M – – –
HCA
1987
Horan Capital Advisors
Ohio
$1.93M +$256K +460 +16%
MPCL
1988
My Personal CFO LLC
Washington
$1.93M +$87.8K +158 +5%
FAM
1989
Formidable Asset Management
Ohio
$1.93M -$98.4K -177 -5%
TF
1990
Theory Financial
Colorado
$1.92M +$178K +320 +11%
RIM
1991
Rockbridge Investment Management
New York
$1.92M +$56.2K +101 +3%
DJSG
1992
D.J. St. Germain
Massachusetts
$1.92M +$23.9K +43 +1%
GKIM
1993
GW&K Investment Management
Massachusetts
$1.92M +$137K +247 +8%
C1AG
1994
Client 1st Advisory Group
Florida
$1.91M -$556 -1 -0%
CAI
1995
Capital Advisors Inc
Oklahoma
$1.91M +$198K +357 +12%
FVCM
1996
F&V Capital Management
Florida
$1.91M – – –
BPAMU
1997
BTG Pactual Asset Management US
New York
$1.91M – – –
LOPW
1998
Live Oak Private Wealth
North Carolina
$1.9M -$23.4K -42 -1%
ZIG
1999
Zullo Investment Group
Pennsylvania
$1.9M -$3.89K -7 -0.2%
TCOT
2000
Trust Company of Toledo
Ohio
$1.9M – – –
78 79
80
81 82